About the Guest(s):

Scott Leonard is the CEO of Terra Wealth Management with a distinguished career history including roles at Hartford Life, Protective Life, and Lincoln Financial. With 17 years on the wholesale side of the business, Scott brings a wealth of experience and insights into the financial planning and advisory industry.

Jeremiah Diamond is a founder and head of mergers and acquisitions at Terra Wealth Management. Having started as an independent financial advisor, Jeremiah is deeply knowledgeable in handling large client portfolios and developing strong, enduring relationships. His background encompasses extensive work in East Texas and a passion for serving his clients.

Episode Summary:

In this episode of Advisors Collective, hosts Josh, Scott Leonard, and Jeremiah Diamond di ...